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Michelle Thetford

Charles Schwab


Speaker Bio

Michelle Thetford is the vice president of Client Strategic Solutions at Schwab Advisor Services. She is responsible for client support and risk management for Schwab and its clients. Ms. Thetford leads the complex account solutions, business acceptance, premier consultant, advisor enrollment, and alternative investments teams. Previously, she served as vice president—and earlier as senior manager—of compliance for Schwab Advisor Services.



Before joining Schwab, Ms. Thetford was a vice president of operations for three AIG broker-dealers. Previously, she served as managing director of operations at SunAmerica Securities, an AIG broker-dealer. She began her career with a Minneapolis-based brokerage firm, where she learned every facet of serving high-net-worth clients in a multifamily office.



Ms. Thetford holds a bachelor’s degree in advertising from Michigan State University and has FINRA Series 7, 24, and 63 licenses.

Speaker Sessions